See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 91-2090931 | Recordkeeping | $75,403 |
Service code 27 · EIN 20-4049073 | Advisory (Plan) | $39,428 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $11,164 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,672 | $40,113-1.1% | $84,015-52.8% | $77,787-49.0% |
| Participation rate | 94.0% | 62.8%+31.2pp | 69.0%+25.0pp | 73.2%+20.8pp |
| Annual return | 18.17% | 23.27%-5.1pp | 71.31%-53.1pp | 32.57%-14.4pp |
| Employer contribution / active EE | $484 | $847-42.8% | $1,983-75.6% | $2,504-80.7% |
| Participant deferral / active EE | $2,070 | $2,030+2.0% | $3,239-36.1% | $3,967-47.8% |
| Admin fee / account holder | $107 | $92+16.3% | $6,101-98.3% | $100+6.4% |